News / page 14

20th March 2024 - Sean Banks

A worrying 2 in 5 wealthy individuals have fallen victim to a financial scam

A recent survey reported by Professional Adviser revealed that 2 in 5 wealthy individuals have been the victim of financial crime. Of the 2,000 people with assets worth more than £250,000 who were surveyed, 41% of them reported they had been scammed, with more than a third saying they had fallen victim in the last six months.

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19th March 2024 - Tracey Payne

7 practical tips that could help Generation X feel more confident about their retirement 

As Generation X, often described as those who were born between 1965 and 1981, starts to retire, research has found that many don’t feel confident about their financial future. If you’re worried about how secure your life will be once you stop working, there may be some practical steps you could take. According to a survey from…

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18th March 2024 - Hannah Bibby

How the “dopamine décor” trend could improve your mood

Interior design trends seem to swing from minimalist to maximalist every few years, but the “dopamine décor” style might be here to stay. This trend focuses on one thing: filling your home with colours and furniture that bring you joy. Whether that’s a specific pattern or a jumble of decorations pinched from other aesthetics, the goal is to reflect your…

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18th March 2024 - Tracey Payne

Here’s what you need to know about the “Magnificent Seven” stocks that are driving the market

The Magnificent Seven might conjure up images of the 1960s Western film or its 2016 remake, but there’s a new group in town – seven technology companies that outgained the market in 2023. Read on to find out more about these companies and the effect they’re having. The S&P 500 is an index that tracks the stock performance of 500…

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18th March 2024 - Stacey Chamberlain

3 unexpected financial planning lessons you could learn from Dr Seuss

Dr Seuss’s books are well-known for passing on life lessons to children through interesting and rhyming lyrics. But hidden among the vivid illustrations are valuable teachings that could apply to financial planning too. During his lifetime, Dr Seuss wrote and illustrated more than 60 books – several of which are the most popular children’s books of all time – and…

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18th March 2024 - Sean Banks

Retirement planning: The 3 main ways you could access your pension

When you give up work, your pension is likely to play a key role in creating an income. So, an essential part of retirement planning is often deciding how you’ll access your retirement savings. Last month, you read about the importance of setting out your retirement lifestyle goals and how financial planning could help. Your income will play a key…

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6th March 2024 - Tracey Payne

Your Spring Budget update – the key news from the Chancellor’s statement

The 2024/25 tax year is just a month away, and chancellor Jeremy Hunt has delivered his 2024 Spring Budget, outlining the government’s plans for the next fiscal year and beyond. With a general election looming – prime minister Rishi Sunak has said he will call it before the end of the year – the chancellor claimed that the government had…

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6th March 2024 - Sean Banks

All the winners and losers from the 2024 Spring Budget

With one eye on a forthcoming general election, the chancellor has announced a Budget aimed at generating long-term growth, with “more investment, more jobs, better public services and lower taxes”. While the headlines will inevitably focus on Jeremy Hunt’s cut in National Insurance contributions (NICs), many less headline-grabbing messages will affect millions of families and businesses. Read on to find…

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16th February 2024 - Stacey Chamberlain

Meet Stacey Chamberlain – the latest addition to the Herbert Scott team

Stacey joins Herbert Scott as a Chartered Financial Planner after moving from Birmingham where she was born and bred to live the southern life in Brighton, well Hove Actually. Stacey was looking to join a company that aligns their values with hers of putting the client first and Herbert Scott was the perfect fit. Stacey gained Chartered Financial Planner status…

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16th February 2024 - Tracey Payne

Pursuing a Better Investment Experience – Herbert Scott hosts its first annual investment event

What better way to spend a rainy afternoon in February than in the company of Dimensional Fund Advisers, engaging in a journey through Herbert Scott’s investment philosophy. Whilst we realised this wasn’t going to be everyone’s cup of tea, we wanted to establish an annual event for clients who would like a deeper understanding of how we manage their money,…

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